

Focus Areas
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies

Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Spending Time with Family
- Personal Fitness
- Running
- Soccer
- Volunteering
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 06:00PM |
Mon | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Fri | 08:00AM - 06:00PM |
Fri | 08:00AM - 06:00PM |
Sat | 10:00AM - 01:00PM |
Sat | 10:00AM - 01:00PM |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 06:00PM |
Mon | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Fri | 08:00AM - 06:00PM |
Fri | 08:00AM - 06:00PM |
Sat | 10:00AM - 01:00PM |
Sat | 10:00AM - 01:00PM |
Sun | Closed |
Sun | Closed |
Fax
(888) 619-1697Branch Team
- Jonathan Weid
- Registered Branch Associate
- Monika Szejda-Mudrewicz
- Sr. Branch Office Administrator
Branch Team
Office Address
1000 Skokie Blvd Suite 310Wilmette, IL 60091opens in a new window
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